MM
Matthew A. Morrow
FLAGSHIP HARBOR ADVISORS
BOSTON, MA 02109
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CRD#: 4012402
MM
Professional summary
Matthew Aaron Morrow is a registered financial advisor currently at FLAGSHIP HARBOR ADVISORS, LLC located in Boston, Massachusetts and LPL FINANCIAL LLC located in Boston, Massachusetts.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Matthew has worked at 4 firms and has passed the Series 65, Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 01/24/2011: Flagship Harbor Advisors, LLC - Registered Investment Advisor DBA - DBA: (HYBRID) Flagship Harbor Advisors, LLC - Investment Related - At Reported Business Location(s) - 60% Time Spent - I provide investment advisory services through Flagship Harbor Advisors, an independent investment advisor firm. I started this business activity in March, 2011. I expect to spend approximately 60% of the time spent per month on this activity. Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
(2) 10/18/2011: Munroe Morrow Wealth Management - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 10% Time Spent - Offering Fixed Insurance & Fixed Annuities to Clients & Prospects
(3) 10/18/2011: Munroe Morrow Wealth Management - Financial Institution Duty - Investment Related - At Reported Business Location(s)
(4) 03/10/2014: No Business Name - Community, Civic and Charitable Board - Not Investment Related - Milton, MAR - 1% Time Spent - Elected town meeting member. Two annual meetings for total of approximately 12 hours. Town meeting members (roughly 250 total) vote on town budget items, zoning issues, etc.
5. 09/16/2019 - Munroe Morrow Wealth Management - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:12/17/2010 - 160 hrs/mo - 8 hrs during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Aaron Morrow's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 25, 2011 - Present
FLAGSHIP HARBOR ADVISORS, LLC
Office #1: 346 Commercial Street, Boston, MA 02109Office #2: 411 Main St. Unit 4, Yamouthport, MA 02675RIA
CRD#: 155733
BOSTON, MA
Current
December 17, 2010 - Present
LPL FINANCIAL LLC
Office #1: 346 Commercial St, Boston, MA 02109Office #2: 411 Main Street, Unit 4, Yarmouthport, MA 02675RIA
BD
CRD#: 6413
BOSTON, MA
Past
March 25, 2011 - September 24, 2014
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
July 28, 2003 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
July 28, 2003 - December 20, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
BOSTON, MA
Past
September 16, 1999 - April 6, 2001
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 16, 1999 - April 6, 2001
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FH
FLAGSHIP HARBOR ADVISORS, LLC
3MERITUS WEALTH MANAGEMENT | TRESTLEBRIDGE CAPITAL | TINKHAM WEALTH MANAGEMENT | THRIVE WEALTH STRATEGIES | THORNE FINANCIAL PARTNERS | SHEVLIN WEALTH MANAGEMENT | SHEPARD FINANCIAL | SEASHORE FINANCIAL | SCHRUMM FINANCIAL | RISING TIDE CAPITAL | PARKER WEALTH MANAGEMENT | PARADIGM PRIVATE WEALTH | NORTHERN PEAK WEALTH MANAGEMENT | NORTHERN PEAK FINANCIAL | MUNROE MORROW WEALTH MANAGEMENT | MIRICA WEALTH | MCGUIGAN FINANCIAL | MAITLAND FINANCIAL GROUP | LAURENZ FINANCIAL | KEFAUVER FINANCIAL PLANNING & WEALTH MANAGEMENT | KARRIS & CO. | INTEGRITAS FINANCIAL ADVISORS | GOLDSON FINANCIAL | FLAGSHIP HARBOR ADVISORS, LLC | FIELDSTONE WEALTH MANAGEMENT | FENTON FINANCIAL GROUP | CURRENCY CAMP | CONCIERGE WEALTH MANAGEMENT | CHARTHOUSE CAPITAL | BRANDT WEALTH ADVISORS | BERRY MANAGEMENT, LLC | BERGSTRESSER FINANCIAL | AVERY WEALTH MANAGEMENT | ATLAS PRIVATE WEALTH ADVISORS | ARC FINANCIAL | ANDREASEN FINANCIAL
CRD#: 155733 / SEC#: 801-71997
RIA
Registered Investment Advisory firm - (12/8/2010 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(3/31/2020)
RR
California(9/3/2020)
RR
Connecticut(1/7/2020)
RR
Florida(1/6/2014)
RR
Illinois(6/21/2018)
RR
Maine(4/17/2012)
RR
Maryland(3/6/2025)
RR
Massachusetts(12/17/2010)
IAR
Massachusetts(3/25/2011)
RR
New Hampshire(1/28/2016)
RR
New Jersey(3/6/2025)
RR
New Mexico(3/3/2022)
RR
New York(7/17/2017)
RR
North Carolina(12/7/2017)
RR
Pennsylvania(2/2/2017)
RR
Rhode Island(3/29/2016)
RR
South Carolina(9/24/2019)
RR
Texas(8/11/2016)
RR
Virginia(1/7/2014)
RR
Washington(12/10/2018)
RR
Wisconsin(3/6/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FH
FLAGSHIP HARBOR ADVISORS, LLC
3MERITUS WEALTH MANAGEMENT | TRESTLEBRIDGE CAPITAL | TINKHAM WEALTH MANAGEMENT | THRIVE WEALTH STRATEGIES | THORNE FINANCIAL PARTNERS | SHEVLIN WEALTH MANAGEMENT | SHEPARD FINANCIAL | SEASHORE FINANCIAL | SCHRUMM FINANCIAL | RISING TIDE CAPITAL | PARKER WEALTH MANAGEMENT | PARADIGM PRIVATE WEALTH | NORTHERN PEAK WEALTH MANAGEMENT | NORTHERN PEAK FINANCIAL | MUNROE MORROW WEALTH MANAGEMENT | MIRICA WEALTH | MCGUIGAN FINANCIAL | MAITLAND FINANCIAL GROUP | LAURENZ FINANCIAL | KEFAUVER FINANCIAL PLANNING & WEALTH MANAGEMENT | KARRIS & CO. | INTEGRITAS FINANCIAL ADVISORS | GOLDSON FINANCIAL | FLAGSHIP HARBOR ADVISORS, LLC | FIELDSTONE WEALTH MANAGEMENT | FENTON FINANCIAL GROUP | CURRENCY CAMP | CONCIERGE WEALTH MANAGEMENT | CHARTHOUSE CAPITAL | BRANDT WEALTH ADVISORS | BERRY MANAGEMENT, LLC | BERGSTRESSER FINANCIAL | AVERY WEALTH MANAGEMENT | ATLAS PRIVATE WEALTH ADVISORS | ARC FINANCIAL | ANDREASEN FINANCIAL
CRD#: 155733 / SEC#: 801-71997
RIA
Registered Investment Advisory firm - (12/8/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
346 Commercial Street, Boston, MA 02109
Mailing Address
Phone number
(857) 350-4229
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (37 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,382 |
| AUM (Assets Under Management) | $ 3,008,478,711 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FLAGSHIP HARBOR ADVISORS, LLC
CRD#: 155733Boston, MA 02109TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
